Our Services

Tax

 We provide comprehensive tax services for individuals and businesses. These services include tax planning, preparation, filing and e-filing, and problem resolution.

 

 


Compilations

Our compilation service include statements of Revenues and Expenses, as well as Assets, Liabilities, and Equity with a standard compilation report suitable for internal or external use. This service is tailored to each client's needs and can include bank reconciliations, sales tax filing, workers' compensation reporting, the annual business tax return, a significant discount on owners' or members' income tax returns, or any other desired services. Compilations are done monthly or quarterly depending upon the complexity of the business and the needs of the client. As part of the compilation process, we monitor the financial statements for cost saving opportunities, and make recommendations as needed for internal controls, business and record keeping policies, etc.

We currently provide compilations for businesses with annual gross receipts from about $175,000 to more than $4 million. For our multi-divisional clients, we provide divisional as well as consolidated financial statements.

Our fees are determined after reviewing the client's business complexity and required level of service. Fees for compilations are generally an agreed upon flat fixed fee per month and include a reasonable amount of communication with our clients each month. We like to stay informed and be of assistance to our clients on a continual basis.
Payroll


Kelly Oakes, CPA LLC provides comprehensive payroll services, including new hire reporting, payroll tax filings and payments, direct deposit or check printing, and W-2's. Payroll fees vary depending on the pay frequency, number of employees, and number of states or other withholdings.

We currently provide payroll services for companies with one to 100 employees.

Other Services



Just ask! We can provide check printing, sales tax preparation, 1099 preparation, problem resolution, or even act as a complete accounting department for some businesses.


Home
Services
Starting a Business
Payroll
Business Topics
Tax Topics
Our Professionals
Links
Contact Us



Kelly Oakes, CPA LLC
6562 Glenway Avenue

Cincinnati, Ohio 45211

(513) 598-6500

(513) 598-1023 fax
Let us take care of the numbers so you can take care of business!